We are live on ! Find out more
PRU icon

Prudential Financial

903 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.55B)

1% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 96

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

1% less funds holding

Funds holding: 913903 (-10)

2.59% less ownership

Funds ownership: 61.79%59.19% (-2.6%)

15% less call options, than puts

Call options by funds: $225M | Put options by funds: $266M

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
18.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
97
Increased
321
Reduced
345
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
451
Fortem Financial Group
California
$648K -$145K -2,477 -19%
SWP
452
Stratos Wealth Partners
Ohio
$648K +$124K +2,117 +25%
ICM
453
Islay Capital Management
Texas
$644K
SAM
454
Silvercrest Asset Management
New York
$642K -$4.52K -77 -0.7%
RMAM
455
Raab & Moskowitz Asset Management
New Jersey
$641K -$60.5K -1,030 -9%
IRF
456
IBM Retirement Fund
New York
$641K -$12.1K -206 -2%
MIC
457
Means Investment Company
Maine
$641K +$532K +9,065 New
ATFA
458
All Terrain Financial Advisors
Minnesota
$636K -$25.3K -431 -4%
Connor, Clark & Lunn Investment Management (CC&L)
459
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$634K -$4.9M -83,534 -89%
LWA
460
LWS Wealth Advisors
New Jersey
$628K +$123K +2,087 +25%
SC
461
Scotia Capital
Ontario, Canada
$623K -$24.7K -421 -4%
OTPPB
462
Ontario Teachers' Pension Plan Board
Ontario, Canada
$622K -$471K -8,024 -44%
CB
463
CNB Bank
Pennsylvania
$620K +$78.7K +1,341 +15%
V
464
Veritable
Delaware
$619K -$384K -6,537 -39%
CIM
465
CIM Investment Management
Pennsylvania
$619K
NA
466
NewEdge Advisors
Louisiana
$616K +$311K +5,294 +110%
WSTAM
467
Wilbanks Smith & Thomas Asset Management
Virginia
$611K +$11.7K +199 +2%
DY
468
Dowling & Yahnke
California
$609K +$252K +4,285 +75%
SM
469
SG3 Management
Puerto Rico
$609K +$587K +10,000 New
TC
470
Trilogy Capital
California
$607K -$40.7K -693 -7%
PT
471
Plimoth Trust
Massachusetts
$593K +$572K +9,735 New
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$592K -$145K -2,471 -20%
PAM
473
Panagora Asset Management
Massachusetts
$585K -$676K -11,512 -55%
TC
474
Truvestments Capital
Florida
$579K +$12.6K +215 +2%
WI
475
WBI Investments
New Jersey
$571K -$69.7K -1,188 -11%

PRU Hedge Fund Activity: Q2 2020 in Review

903 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2020, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PRU positions and 96 closed out — a net gain of 1 holder — while 321 added to existing stakes and 345 trimmed.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $507M.

  • 903 institutional investors held Prudential Financial (PRU) as of Q2 2020, down from 913 in Q1 2020.
  • Funds reported $14.2B of Prudential Financial stock for Q2 2020, up 12% quarter-over-quarter.
  • 97 funds opened new Prudential Financial positions in Q2 2020 and 96 closed out, a net change of +1 holder.
  • The largest Prudential Financial buyer in Q2 2020 was BlackRock, an estimated $210M added.
  • The largest Prudential Financial seller in Q2 2020 was Bank of America, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2020.